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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-17 |
| IL | RA | APPROVED | 2018-11-01 |
Branch Locations
511 W. State Street, Sycamore, IL 60178 • United States
100 W. Church Street, Sandwich, IL 60548 • United States
141 W. Lincoln Highway, Dekalb, IL 60115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2014 | 10/2018 |
| Raymond James Financial Services, Inc | Yorkville | IL | 10/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Yorkville | IL | 11/2018 | Present |
| First National Bank Of Omaha | Dekalb | IL | 02/2020 | Present |
(1)Name of Business: DBA First Investments & Planning Address: 141 W Lincoln Hwy, DeKalb, IL, 60115, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: First National Bank of Omaha Address: 141 W Lincoln Hwy, DeKalb, IL, 60115, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/12/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a Financial advisor for FNBO. (3)Name of Business: Sandwich Fire Protection District Address: 310 E Railroad St, Sandwich, IL, 60548, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: Yes Start Date: 06/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be one of three Trustees for the Sandwich Fire Protection District Board. A Trustee serves a six year term.\n\nA Trustees works closely with the Fire Chief and other Trustees. The primary responsibilities include: budgeting, approving expenses, and personnel issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
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